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19 Oct 2021|Moody's Investors Service

A continued shortage of semiconductors and other parts led us to cut our global light vehicle sales forecast to 80 million this year from 83 million. Lower production, coupled with already low inventories and strong customer demand mean automakers will reap record margins over the next 12-18 months on the vehicles they are able to manufacture, largely offsetting low volume. Auto parts suppliers selling at contracted prices will record lower margins given the decline in vehicle production.

19 Oct 2021|Moody's Investors Service

The pace of sovereign rating actions has slowed significantly in 2021 and actions year-to-date have been more benign. This reflects, in part, the lifting of temporary lockdowns and resumption of economic activity in many countries.

13 Oct 2021|Moody's Investors Service

Gary Lau of the Corporate Finance team and Michael Taylor of the Credit Strategy & Research team discuss China Evergrande’s financial troubles and the credit implications for China’s property market, banks, government and potential spillovers to the global economy.

20 Oct 2021|Moody's Investors Service

Get in-depth analyses and thought leadership on what’s up ahead for North American banks as they navigate climate risks, European financial institutions as they confront post-pandemic profitability challenges, and Asian banks as they face a rapidly changing environment and uneven recovery.

19 Oct 2021|Moody's Investors Service

Chief Credit Officer Richard Cantor and Marie Diron, of the Sovereign team, discuss how the pandemic crisis has accelerated the increase in government debt levels globally and what it means for the broader economy.

>> Read research related to this episode here.

19 Oct 2021|Moody's Investors Service

Latin American companies in many sectors with high carbon transition risk are adopting mitigation and adaptation measures independent of national-level policies on reducing emissions. For many policymakers across the region, government mandates aimed at achieving carbon neutrality will likely continue to rank lower in priority to promoting economic growth.

12 Oct 2021|Moody's Investors Service

Banks, insurers and asset managers face rising pressure to set clear goals for reaching net-zero financed emissions. They must tread a cautious path between lending to and investing in green businesses and new technologies, while funding corporate clients in carbon-intensive sectors that are transitioning to low-carbon business models.

Source: Moody's Investors Service
Moody's Credit Outlook

Steel sheet patent dispute is credit negative for Nippon Steel, Toyota 

GM's Chevrolet Bolt recall provisions are credit negative for LG Electronics, LG Chem; can be absorbed by both

Global tax deal is credit negative for a few low-tax jurisdictions

Source: Moody's Investors Service
Weekly Market Outlook

Kicking the Can Not Too Far Down the Road

We preview economic reports and forecasts from the US, UK/Europe, and Asia/Pacific regions

U.S. Changes Overwhelmingly Positive

Source: Moody's Analytics